Law School
Western New England College School of Law, J.D., 1985; University of Florida, LL.M. in Taxation, 1986
Law School Graduation Year
1986
College
Eckerd College, B.A., Political Science, 1981
Memberships
Sarasota County Bar Association; The Florida Bar (Member, Sections on: Business Law; Tax Law, Real Property, Probate and Trust Law); Southwest Florida Estate Planning Council; National Network of Estate Planning Attorneys.
Biographical
Editor and Lead Researcher: Joint Trusts are a Good Planning Tool for a Married Couple, Estate Planning, May/June, 1993; Charitable Trust Compendium, Denver, The Esperti Peterson Institute, 1994; The Living Trust Workbook: How to Initiate, Create, Design and Fund Your Living Trust, New York, Viking-Penguin, Inc., 1994. Legal Review: Legacy: Plan, Protect & Preserve Your Estate, Denver: The Esperti Peterson Institute, 1996; WEALTH Enhancement & Preservation: Practical Answers from America's Experts, Denver: Esperti Peterson Institute, 1994, second edition, 1996; Generations: Planning Your Legacy, Denver: Esperti Peterson Institute, 1998; Irrevocable Trusts: Analysis with Forms, Boston: Warren, Gorham & Lamont, 1998. Professor, Masters Program, Esperti Peterson Institute. Partner, Esperti Peterson. Member, Esperti Peterson Consulting, Inc. Director of Education, Esperti Peterson Institute. (Resident)